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For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their financial advisors before making decisions based on information we provide.

McLean has many programs and services. All gifts come to the McLean Foundation. We welcome you to call us to discuss how a gift may benefit McLean in general or a specific program such as McLean Hospice, the McLean Game Refuge, McLean Home Care, McLean Rehab, employee education or others. We would be happy to work with you on a donor agreement to be sure your client's wishes will be carried out in the future and to be sure that the gift will meet the evolving needs of our clients and organization.

Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name: McLean Affiliates

Tax I.D. Number: 26-1960246 

Incorporated In: Simsbury, CT


The material presented on this Planned Giving website is not offered as legal or tax advice.
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